Institutional Ownership Heritage Financial Corp (HFWA)
This table provides information about the institutional ownership of Heritage Financial Corp (HFWA). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $657 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
28,612
shares
|
$635,758
0.0% of portfolio
|
Q3 2025
Added 16.82%
|
|
|
Globeflex Capital L P
San Diego, CA |
Nov 12, 2025 Q3 2025 |
27,300
shares
|
$606,606
0.11% of portfolio
|
Q2 2024
Reduced 14.35%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
26,510
shares
|
$589,052
0.0% of portfolio
|
Q3 2025
Added 20.82%
|
|
|
Penn Capital Management Company, LLC
Philadelphia, PA |
Nov 24, 2025 Q3 2025 |
26,245
shares
|
$583,163
0.06% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Strs Ohio
|
Oct 30, 2025 Q3 2025 |
22,500
shares
|
$499,950
0.0% of portfolio
|
Q3 2025
Reduced 10.71%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
21,165
shares
|
$470,286
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
20,450
shares
|
$454,399
0.05% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
20,422
shares
|
$453,776
0.0% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Mengis Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
20,311
shares
|
$451,310
0.1% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
19,802
shares
|
$440,000
0.06% of portfolio
|
Q1 2025
Added 36.39%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
18,991
shares
|
$421,980
0.0% of portfolio
|
Q3 2025
Reduced 67.07%
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 12, 2025 Q3 2025 |
18,729
shares
|
$416,158
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
State Of Alaska, Department Of Revenue
|
Oct 23, 2025 Q3 2025 |
18,441
shares
|
$409,759
0.0% of portfolio
|
Q3 2025
Reduced 9.12%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
17,953
shares
|
$398,915
0.01% of portfolio
|
Q3 2025
Reduced 2.81%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
16,447
shares
|
$365,452
0.0% of portfolio
|
Q3 2025
Added 19.54%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
15,764
shares
|
$350,276
0.0% of portfolio
|
Q3 2025
Reduced 15.67%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
15,700
shares
|
$348,854
0.0% of portfolio
|
Q3 2025
Added 7.18%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
15,699
shares
|
$348,831
0.0% of portfolio
|
Q3 2022
Reduced 0.65%
|
|
|
Louisiana State Employees Retirement System
|
Oct 22, 2025 Q3 2025 |
15,600
shares
|
$346,632
0.01% of portfolio
|
Q3 2025
Reduced 1.89%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
15,340
shares
|
$340,854
0.0% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
14,827
shares
|
$329,455
0.01% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
14,345
shares
|
$318,745
0.01% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
13,601
shares
|
$302,214
0.0% of portfolio
|
Q3 2025
Reduced 15.33%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
12,540
shares
|
$278,638
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
12,452
shares
|
$276,683
0.01% of portfolio
|
Q3 2025
Added 3.75%
|
|